13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001512978
申报总市值
US$1.9亿
US$1.9亿
54 檔
45.3%
截至 Q4 2024 季度末，Brookmont Capital Management 的美股持仓估值约为 US$1.9亿，全数申报仓位共有 54 档。
在 Q4 2024，Brookmont Capital Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 38 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Brookmont Capital Management 的前 5 大核心持股（包含 HD, JPM, WFC 等）合计占整体申报市值的 45.3%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | 股票-周期性消费 | 33.98% | +0.83% | -0.13% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.94% | +0.20% | -5.53% | |
| 3 | WFC | Wells Fargo & Co | 股票-金融 | 2.92% | — | -10.33% | |
| 4 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.77% | -0.10% | -12.46% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.57% | +0.23% | -0.93% | |
| 6 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.54% | -0.32% | -1.29% | |
| 7 | HON | Honeywell International Inc | 股票-工业 | 2.53% | -2.56% | EXIT | |
| 8 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 2.52% | -0.38% | +16.73% | |
| 9 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.36% | -0.39% | -2.30% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.31% | -0.05% | -0.82% | |
| 11 | ACN | Accenture plc | 股票-科技 | 2.25% | — | -0.32% | |
| 12 | LHX | L3harris Technologies Inc | 股票-工业 | 2.17% | -0.65% | -1.87% | |
| 13 | SHEL | Shell Plc-adr | 股票-能源 | 2.14% | -0.66% | -0.69% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.04% | — | +12.42% | |
| 15 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 2.00% | -1.23% | EXIT | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.96% | -0.29% | -1.02% | |
| 17 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.96% | — | +54.83% | |
| 18 | USB | US Bancorp | 股票-金融 | 1.88% | -0.99% | -4.85% | |
| 19 | UPS | United Parcel Service-cl B | 股票-工业 | 1.83% | -1.48% | EXIT | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.70% | +0.20% | -3.50% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.69% | -0.30% | -0.14% | |
| 22 | ADI | Analog Devices Inc | 股票-科技 | 1.67% | +0.51% | -1.27% | |
| 23 | EQIX | Equinix Inc | 股票-房地产 | 1.67% | +0.04% | -1.28% | |
| 24 | COP | Conocophillips | 股票-能源 | 1.55% | -0.51% | -5.46% | |
| 25 | PNC | Pnc Financial Services Group | 股票-金融 | 1.43% | +0.20% | -0.85% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.28% | -0.20% | -1.29% | |
| 27 | MCHP | Microchip Technology Inc | 股票-科技 | 1.24% | +0.40% | -1.83% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | +0.53% | -20.79% | |
| 29 | RTX | Rtx CORP | 股票-工业 | 0.88% | -0.07% | -6.31% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.86% | -0.17% | -7.70% | |
| 31 | AMGN | Amgen Inc | 股票-医疗保健 | 0.84% | — | -2.12% | |
| 32 | SRE | Sempra | 股票-公用事业 | 0.83% | -0.08% | -2.05% | |
| 33 | EMN | Eastman Chemical Co | 股票-原材料 | 0.78% | -0.10% | -2.04% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.71% | +0.08% | -16.04% | |
| 35 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.70% | — | -0.82% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.65% | -0.07% | +48.86% | |
| 37 | EVRG | Evergy Inc | 股票-公用事业 | 0.61% | +0.01% | -0.02% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | +0.12% | -0.25% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | +0.07% | -9.16% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.48% | +0.08% | -12.95% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.39% | -0.06% | +50.12% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.32% | -0.02% | -8.15% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.29% | -0.02% | -37.31% | |
| 44 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.29% | -0.05% | +43.28% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | -0.07% | -2.57% | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.18% | -0.01% | -3.64% | |
| 47 | BWXT | Bwx Technologies Inc | 股票-工业 | 0.18% | -0.01% | -14.34% | |
| 48 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.16% | +0.02% | +13.01% | |
| 49 | AVGO | Broadcom Inc | 股票-科技 | 0.15% | +0.06% | -12.76% | |
| 50 | AAPL | Apple Inc | 股票-科技 | 0.14% | +0.04% | +14.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GILD | Gilead Sciences Inc | +0.6% | +16.73% | 加仓 |
| 2 | AZNN | Astrazeneca Plc-spons Adr | +0.5% | +54.83% | 加仓 |
| 3 | WFC | Wells Fargo & Co | +0.4% | -10.33% | 减仓 |
| 4 | UPS | United Parcel Service-cl B | +0.3% | +26.50% | 加仓 |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -5.53% | 减仓 |
| 6 | HON | Honeywell International Inc | +0.3% | -2.03% | 减仓 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.2% | +48.86% | 加仓 |
| 8 | BAC | Bank Of America CORP | +0.2% | -3.50% | 减仓 |
| 9 | BSV | Vanguard Short-term Bond ETF | +0.1% | +50.12% | 加仓 |
| 10 | EQIX | Equinix Inc | +0.1% | -1.28% | 减仓 |
| 11 | PNC | Pnc Financial Services Group | +0.1% | -0.85% | 减仓 |
| 12 | BIV | Vanguard Intermediate-term B | +0.1% | +43.28% | 加仓 |
| 13 | NVDA | Nvidia CORP | +0.1% | -0.25% | 减仓 |
| 14 | ACN | Accenture plc | +0.1% | -0.32% | 减仓 |
| 15 | SRE | Sempra | +0.1% | -2.05% | 减仓 |
| 16 | ABT | Abbott Laboratories | 0% | -1.29% | 减仓 |
| 17 | AMZN | Amazon.com Inc | 0% | +13.01% | 加仓 |
| 18 | CVX | Chevron CORP | 0% | -0.14% | 减仓 |
| 19 | AAPL | Apple Inc | 0% | +14.52% | 加仓 |
| 20 | AVGO | Broadcom Inc | 0% | -12.76% | 减仓 |
| 21 | MSFT | Microsoft CORP | 0% | -0.93% | 减仓 |
| 22 | IWF | Ishares Russell 1000 Growth | 0% | -7.70% | 减仓 |
| 23 | PG | Procter & Gamble Co/the | 0% | -0.82% | 减仓 |
| 24 | CTAS | Cintas CORP | 0% | +0.17% | 加仓 |
| 25 | BWXT | Bwx Technologies Inc | 0% | -14.34% | 减仓 |
| 26 | XOM | Exxon Mobil CORP | 0% | -2.57% | 减仓 |
| 27 | IJR | Ishares Core S&p Small-cap E | 0% | -9.16% | 减仓 |
| 28 | SHEL | Shell Plc-adr | 0% | -0.69% | 减仓 |
| 29 | DEO | Diageo Plc-sponsored Adr | -0.1% | -0.82% | 减仓 |
| 30 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -12.95% | 减仓 |
| 31 | EFA | Ishares Msci Eafe ETF | -0.1% | -8.15% | 减仓 |
| 32 | RTX | Rtx CORP | -0.1% | -6.31% | 减仓 |
| 33 | MCD | Mcdonald's CORP | -0.1% | -2.30% | 减仓 |
| 34 | IVV | Ishares Core S&p 500 ETF | -0.1% | -16.04% | 减仓 |
| 35 | ADI | Analog Devices Inc | -0.1% | -1.27% | 减仓 |
| 36 | HD | Home Depot Inc | -0.1% | -0.13% | 减仓 |
| 37 | VHT | Vanguard Health Care ETF | -0.1% | EXIT | 清仓 |
| 38 | PEP | Pepsico Inc | -0.1% | -1.29% | 减仓 |
| 39 | COP | Conocophillips | -0.1% | -5.46% | 减仓 |
| 40 | VNQ | Vanguard Real Estate ETF | -0.1% | EXIT | 清仓 |
| 41 | CMCSA | Comcast Corp-class A | -0.2% | -1.02% | 减仓 |
| 42 | EMN | Eastman Chemical Co | -0.2% | -2.04% | 减仓 |
| 43 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -37.31% | 减仓 |
| 44 | AMGN | Amgen Inc | -0.2% | -2.12% | 减仓 |
| 45 | AJG | Arthur J Gallagher & Co | -0.2% | -12.46% | 减仓 |
| 46 | LHX | L3harris Technologies Inc | -0.2% | -1.87% | 减仓 |
| 47 | 6D8 | Dupont De Nemours Inc | -0.3% | -1.25% | 减仓 |
| 48 | JNJ | Johnson & Johnson | -0.3% | -20.79% | 减仓 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | +12.42% | 加仓 |
| 50 | MCHP | Microchip Technology Inc | -0.5% | -1.83% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Brookmont Capital Management 在 Q4 2024 季度的美股持仓总市值约为 US$1.9亿，共申报了 54 个公开持股仓位。
在 Q4 2024 季度，Brookmont Capital Management 按市值排列的前三大核心持股分别为：HD (34.0%)、JPM (2.9%)、WFC (2.9%)。其中最大持股仓位 HD 占据整体投资组合约 34.0% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大获利了结 / 清仓标的
VNQ
前期市值: US$27.3万
在 Q4 2024 季度中，Brookmont Capital Management 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 10 个仓位、减仓 38 个仓位以及清仓 2 个仓位。 本季清仓仓位包含 VNQ。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。